Sophie Miller
Chicago,IL
Summary
Current account manager specializing in client relationship management and strategic consulting. Proven track record of enhancing customer satisfaction, and ensuring retention through successful project management and leadership. Passionate about improving the healthcare industry and building towards something better.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Account Manager II
Lockton
Chicago, USA
02.2025 - Current
- Account manager of large market clients both fully insured and self funded, across multiple industries with a specialty in merger & acquisition analysis and implementation
- Utilized AI to streamline workflows and enhance operational efficiency
- Developed successful and trusting customer relationships with a high retention scorecard
- Main point of contact for all client concerns including vendor implementations/questions/issues, communication and wellness strategies, compliance guidance, financial budgeting and cost containment consulting, and more
- Collaborated with internal and external cross-functional teams to achieve shared objectives through effective leadership
- Oversaw the full client renewal cycle, executing marketing strategies and managing open enrollment communications
- Conducted regular business reviews and check-ins with clients to understand their needs and align strategies accordingly
- Maintained an in-depth knowledge of industry trends, competitors, and market conditions to provide strategic advice to clients
- Negotiated contracts and brokered insurance sales in all types of benefit insurance (medical, dental, vision, life, disability and various point solutions)
- Prepared and presented monthly financial reports
- De-escalated employee interactions by providing clarity and solutions to issues
Account Manager
HUB International
03.2022 - 02.2025
- 2022 Brigitte Higdon Award - Employee of the Year
- Managed a portfolio of small to large market key accounts, ensuring customer satisfaction and retention
- Onboarded and trained new team members to integrate into the role and industry
- Main point of contact for all client issues, concerns, and carrier management
- Collaborated to determine strategic pathways to decrease cost
- Conducted regular business reviews with clients and their vendor partners
Account Coordinator
HUB International
08.2019 - 03.2022
Education
Bachelor of Arts - Anthropology, History
Loyola University of Chicago
Chicago, IL12.2017
Skills
- Client Relationship Building, Customer Satisfaction and Retention Management
- Marketing Procurement and Sales Analysis and Brokering
- Strategic Consulting and Executive Presentation Experience
- Cross-Functional Collaboration and Project Management Leadership
- Fast Learner with Self-Starter Capabilities
- AI Proficiency in Workflow Productivity
- Knowledge of EB Compliance Regulations and Industry Expertise (HIPPA, ACA, CAA, COBRA, etc)
Certification
Health & Life Insurance Producer License, Illinois
Community Volunteer Involvement
Associate Board Member, Cystic Fibrosis Foundation
Timeline
Account Manager II
Lockton
02.2025 - Current
Account Manager
HUB International
03.2022 - 02.2025
Account Coordinator
HUB International
08.2019 - 03.2022
Bachelor of Arts - Anthropology, History
Loyola University of Chicago